|
2001
|
Comerica Securities
Detroit,
Michigan
|
$327K
|
+$10.5K
|
1
|
0.3%
|
Increased
|
|
|
2002
|
Sabal Trust
St. Petersburg,
Florida
|
$326K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2003
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$325K
|
-$1.31M
|
1
|
0.2%
|
Reduced
|
|
|
2004
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$324K
|
-$403K
|
1
|
0.14%
|
Reduced
|
|
|
2005
|
Kinsight LLC
Birmingham,
Alabama
|
$321K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2006
|
Arete Wealth Advisors
Chicago,
Illinois
|
$320K
|
-$39.7K
|
1
|
0.25%
|
Reduced
|
|
|
2007
|
HighTower Trust
Houston,
Texas
|
$319K
|
-$527K
|
1
|
0.04%
|
Reduced
|
|
|
2008
|
Brandywine Trust
Hockessin,
Delaware
|
$317K
|
$0
|
1
|
0.39%
|
Maintained
|
|
|
2009
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$317K
|
-$31.3K
|
1
|
0.03%
|
Reduced
|
|
|
2010
|
New York Life Trust
New York
|
$316K
|
-$65.5K
|
3
|
1.33%
|
Reduced
|
|
|
2011
|
Fiduciary Asset Management
St. Louis,
Missouri
|
$315K
|
-$2.09M
|
1
|
0.06%
|
Reduced
|
|
|
2012
|
Howe & Rusling
Rochester,
New York
|
$315K
|
-$2.49K
|
8
|
0.07%
|
Reduced
|
|
|
2013
|
Homrich & Berg
Atlanta,
Georgia
|
$314K
|
+$12K
|
1
|
0.04%
|
Increased
|
|
|
2014
|
King Wealth Management Group
Naples,
Florida
|
$314K
|
-$4.09K
|
1
|
0.19%
|
Reduced
|
|
|
2015
|
Reliance Trust
Atlanta,
Georgia
|
$313K
|
-$187K
|
1
|
0.35%
|
Reduced
|
|
|
2016
|
New England Asset Management
Farmington,
Connecticut
|
$309K
|
+$298K
|
1
|
0.01%
|
New
|
|
|
2017
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$309K
|
+$15.5K
|
1
|
0.18%
|
Increased
|
|
|
2018
|
Harvest Management
New York
|
$308K
|
+$309K
|
1
|
0.31%
|
New
|
|
|
2019
|
Holt Capital Partners
Fort Worth,
Texas
|
$303K
|
$0
|
4
|
0.16%
|
Maintained
|
|
|
2020
|
Thompson Investment Management
Madison,
Wisconsin
|
$303K
|
-$4.41K
|
1
|
0.06%
|
Reduced
|
|
|
2021
|
Reilly Financial Advisors
La Mesa,
California
|
$302K
|
-$44K
|
7
|
0.07%
|
Reduced
|
|
|
2022
|
Syntal Capital Partners
Midland,
Texas
|
$302K
|
+$291K
|
3
|
0.15%
|
New
|
|
|
2023
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$300K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2024
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$296K
|
+$286K
|
1
|
0.15%
|
New
|
|
|
2025
|
Sequent Asset Management
Houston,
Texas
|
$295K
|
-$105
|
1
|
0.21%
|
Reduced
|
|